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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,854 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,318 | $69,708+15.2% | $67,560+18.9% | $74,478+7.8% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.23% | -40.67%+52.9pp | 3533.50%-3521.3pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $2,797 | $2,715+3.0% | $2,737+2.2% | $2,626+6.5% |
| Participant deferral / active EE | $2,743 | $3,637-24.6% | $4,004-31.5% | $4,350-37.0% |
| Admin fee / account holder | $80 | $887-91.0% | $3,994-98.0% | $1,946-95.9% |